Copilot Money

by Copilot Money, Inc. · in Track spending and budget with AI

A budgeting and spending tracker for US accounts, with an AI Money Assistant that builds a starting budget and makes approved in-app changes.

In short

  • US users on Apple devices who want an AI assistant to set up and maintain their budget.
  • Available on iOS, Web, Desktop (developer states).
Agent level
Plans multi-step tasksDeveloper states · checked Nov 4, 2026
Developer
Copilot Money, Inc. Developer states
Platforms
iOSWebDesktopDeveloper states
Pricing
Subscription Developer states
Interface languages
English Developer states
Regions
US Developer states
Setup
Not yet verified
Hands-on test
Developer states · Not yet tested by us
Sources checked
Nov 4, 2026

What it does

Developer states · checked Nov 4, 2026 for all 5 below

  • Build a starting budget from connected accounts
  • Answer money questions and surface insights
  • Auto-categorise transactions
  • Suggest budget changes when spending shifts
  • Track subscriptions and bills

Before you try

Developer states · checked Nov 4, 2026 for all 4 below

  • Money Assistant is currently iPhone only
  • Supports US financial institutions only; suggestions are not professional financial advice
  • App Store age rating 4+
  • Terms: users must be at least 18

Capabilities come from the developer and are not a guarantee of performance in your situation.

Pricing

Subscription Developer states · checked Nov 4, 2026

Cost and cancelling

Real cost over 12 months
Not yet verified
Cancelling
Not yet verified
Refunds
Not yet verified
Paywall
Not yet verified
Pressure tactics we saw
Not yet verified

What you actually pay and how easy it is to leave, from our hands-on test. Facts only, no score.

Sources and editorial notes

No rating is assigned. Labels show where each statement comes from: “Developer states” means the app’s own published information.

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